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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,476 | $36,948+25.8% | $73,658-36.9% | $87,485-46.9% |
| Participation rate | 16.3% | 46.8%-30.5pp | 57.0%-40.7pp | 68.9%-52.6pp |
| Annual return | 19.02% | 28.64%-9.6pp | 29.72%-10.7pp | 26.06%-7.0pp |
| Employer contribution / active EE | $461 | $670-31.3% | $1,032-55.4% | $2,596-82.3% |
| Participant deferral / active EE | $1,333 | $1,379-3.3% | $2,062-35.3% | $4,274-68.8% |
| Admin fee / account holder | $331 | $2,531-86.9% | $3,357-90.1% | $7,775-95.7% |